+67.2%
QLD vs RPRX
+91.5%
-24.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.7% |
| 7D | -10.3% | +0.2% | -10.4% | -10.3% |
| 30D | -26.1% | +18.6% | -44.6% | -31.9% |
| 3M | -17.8% | +18.0% | -35.8% | -24.3% |
| 6M | -15.6% | +33.8% | -49.4% | -28.0% |
| YTD | +5.4% | +76.6% | -71.2% | -22.7% |
| 1Y | +5.2% | +68.2% | -63.0% | -20.9% |
| 3Y | +139.4% | +161.5% | -22.1% | +32.1% |
| All | +67.2% | +91.5% | -24.3% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RPRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling